*SF2403*
Checkwriting Application
Send these completed forms to your local
branch.
450
SF2403/6-16
Note: We comply with Section 326 of the USA Patriot Act. This law requires us to verify certain information about you while processing your
application.
Instructions: Checkwriting is not available on IRA, Investment Club, Pension Plan, Estate, or Profit Sharing accounts. A supply of checks will be
sent to you shortly. All persons listed on the account MUST sign the applicable areas.
Account number:
A.
579000
CHECKWRITING APPLICATION
TYPE OF ACCOUNT
1.
Corporation
Partnership
Custodial
2.
Trust
Limited Liability Company
PERSONAL AND EMPLOYMENT INFORMATION
Primary Shareowner’s First Name
Middle Initial
Social Security Number
Joint Shareowner’s First Name
Last
Social Security Number
Date of Birth
Mailing Address
Apt. No.
City
P.O. Box No.
State
Middle Initial
Zip Code
How Long?
Date of Birth
Mailing Address
Apt. No.
City
Business Phone
Home Phone
Position
State
Position
Length of Employment
Joint Shareowner’s Present Employer
Business Address
Business Address
Middle Initial
Social Security Number
Last
Apt. No.
P.O. Box No.
Zip Code
How Long?
Position
Middle Initial
Date of Birth
Mailing Address
City
Apt. No.
State
Home Phone
Business Phone
Length of Employment
Position
Joint Shareowner’s Present Employer
Joint Shareowner’s Present Employer
Business Address
Business Address
3.
Last
P.O. Box No.
Zip Code
How Long?
Home Address (if different from mailing address)
Home Address (if different from mailing address)
Home Phone
Joint Shareowner’s First Name
Social Security Number
Date of Birth
State
How Long?
Business Phone
Primary Shareowner’s Present Employer
City
Zip Code
Home Phone
Length of Employment
Mailing Address
P.O. Box No.
Home Address (if different from mailing address)
Home Address (if different from mailing address)
Joint Shareowner’s First Name
Last
ACCOUNT REGISTRATION
Account Title
Authorized Representative Name
Taxpayer Identification Number
Authorized Representative Name
Authorized Representative Name
Authorized Representative Name
Business Phone
Length of Employment
Print Form
Reset Form
B.
CHECKWRITING SIGNATURE CARD
Scottrade, Inc.
450
PRIMARY SHAREOWNER NAME AS REGISTERED
JOINT SHAREOWNER NAME
JOINT SHAREOWNER NAME
JOINT SHAREOWNER NAME
ACCOUNT ADDRESS
STREET
CITY
STATE
ZIP CODE
By signing this Checkwriting Signature Card, I certify that the information provided above is true and correct. I
acknowledge that I have read, understand and agree to the Checkwriting Account Agreement printed on the reverse
side of this application.
X
X
X
X
AUTHORIZED SIGNATURE(S)******Must sign above if applying for Checkwriting
Account number:
579000
CHECKWRITING ACCOUNT AGREEMENT
Each person signing the Checkwriting Signature Card on the reverse hereof (an “Applicant”) certifies that his or her signature thereon
represents such Applicant’s legal signature. Each Applicant guarantees the genuineness of any other Applicant’s signature appearing
on the Signature Card. The Fund from which Applicant’s checks are to be paid, Applicant’s Broker (if any), and UMB Bank, n.a.
or its bank affiliates (collectively, the “Bank”) and any of their successors are authorized to recognize such signature in the payment of
checks, drafts and other instruments (“Checks”) against Applicant’s investment account (“Account”), any (1) of the signatures on the
Signature Card, standing alone, being sufficient.
Each Applicant hereby appoints the Bank as Applicant’s agent for purposes of this Checkwriting Account Agreement. The Bank is
authorized, upon the presentment of Checks or other electronic debits drawn on the Account (collectively, “Debits”), to transmit such
Debits to the Fund or its Transfer Agent or to the Broker (as appropriate) as requests to redeem shares in the Account in an amount
sufficient to pay such Debits, and to effect their payment. Applicant agrees that Bank may honor electronic payments to or from the Account as authorized by Applicant, when such payments are processed in accordance with law and the applicable payment system rules.
Applicant agrees that the Account is subject to the applicable terms and restrictions, including charges for checkwriting and payment
processing services, as set forth in the current Prospectus or in a separate fee schedule for each Fund.
Applicant agrees that payments made from the Account under this Checkwriting Account Agreement are governed by the laws, including the Uniform Commercial Code, as enacted in the State of Missouri, as amended from time to time. Applicant consents to the jurisdiction of the state or federal courts in Missouri over any dispute or claim arising out of the provision of checkwriting or other payment
services under this Agreement. Applicant agrees to examine the statement for the Account promptly. Applicant agrees to report any
claim that a Check or other payment made from the Account was forged, altered, or otherwise not authorized within thirty (30)
days of receipt of the statement by any account holder. Failure to notify the Fund, the Broker or the Bank within that time will
preclude any claim against the Fund, the Broker and the Bank by reason of any unauthorized or missing signature, alteration,
or error of any kind. In the event the Fund, the Broker or the Bank is deemed liable for any unauthorized payment or any failure to
honor a stop payment order that has been properly given, such liability shall not exceed the face amount of the Check or other payment
improperly made.
Scottrade, Inc. - Member FINRA and SIPC